We are an Advisory Investment Banking Firm – “A trusted partner for an organization’s most important decisions” We offer our clients truly strategic advice and process execution which are the result of knowledge and vision. By combining a deep understanding of an organizations objectives, their industry, and today’s global market, we help navigate the short- and long-term opportunities and challenges facing an organization. For over 30 years, our team has been managing complex financial transactions that maximize value for our clients while earning their trust and building…
Superior Business Lending is a full service small to medium-sized business lending provider. Superior works with businesses throughout the country that might not fit into the traditional bank guidelines.
ENTREPRENEURIAL COACHING & BRAND DEVELOPMENTIf you want to become a successful entrepreneur, you probably already have a pretty good idea of the skills set required.Mission, initiative, sales, marketing, planning, finance, technology, strategy, and branding are among the most common. There are a few other unexpected skills that entrepreneurs will need to succeed, you just might not be thinking about them yet.ENTREPRENEURIAL COACHING:No matter what stage your business is at, the right business coach can help you work smarter more focused and progress faster. An Entrepreneurial business coach…
Rock International is an advisory firm for sourcing capital and domestic and cross-border transactions for middle-market private and public companies. The international focus is India.We are the U.S. liaison for Merisis Advisors, an Indian integrated financial advisory firm that partners with clients on their fundraising needs and offers buy and sell advisory on corporate mergers, and acquisitions. and divestitures. The verticals include Technology and Enterprise, Fintech, Consumer, Healthtech, Transportation, and Clean TechRock International has relationships with domestic and global…
Bizapity is a Venture Capital firm that specializes in Pre-Revenue start-ups and developing innovative web platforms. Bizapity was founded in 2013 and has developed internet properties and made capital investments growing our portfolio to over 50MM. Bizapity is also a leader in software development, complex algorithm development, SEO and Internet Marketing. Bizapity has also conceptualized, developed, monetized and flipped numerous internet properties over its history and specializes in developing custom enterprise level web platforms for investors, companies and partners.Our properties have…
Kirk+Co is an investment and advisory firm focused exclusively on:-Capital Formation through Non-Dilutive financing,-Direct Business Lending -Managing private investments in closely held companies for sophisticated investors.We typically work with sophisticated management teams who appreciate Kirk+Co’s execution model: day-to-day involvement of highly experienced partners. We take a consultative approach with each client and aim to provide value-added Capital Advisory, Succession Planning, and Strategic Consulting. Firm principal, Kendrick Kirk has worked with companies in all steps of…
We focus on three areas:Strategic ManagementWe work with companies to provide market and data-driven insights and perspectives that enable them to better understand their business and the industries they compete in. From, strategic planning , business development, corporate structure and management, to industry analysis and benchmarking, partnerships, joint ventures and M&A. Corporate FinanceWe can work with organizations to evaluate their current and ideal capital structure, financing strategies and alternatives that can include: financial analysis, planning and management, business plan and…
Our Mission:We help borrowers and bank workout officers get to sleep at night. Using our proprietary database of nationwide specialty lenders, Kaldes Financial has been helping companies break free of troubled banking relationships by sourcing targeted debt financing, nationwide. Our mission is to provide best-in-class service for borrowers, lenders and service providers by finding the most suitable deal structure for each needed financing in as expedient a manner as possible.Responsive:At Kaldes Financial, our goal is simple: To get your company the most ideal financing available in the…
Deal strategist focused on capital raises for acquisitions in healthcare clinics, hearing aid centers, deathcare (funeral and cemetery), Indoor Flea Markets transitioning Big Box real estate, various covered ground play developments, Specialized Consumer Services, Funeral, Cemetery and Hearing Aid Clinics, Flea Markets - IndoorI am accomplished in deal sourcing, creation and operation. From a deal advisor to CEO and/or Interim COO level. Fostering a demonstrated heavy acq. development path ranging from small $1-10M to middle sized $20M to $50M merger & acquisition businesses. Including real…
1) Consumer Product Goods:We invest in and advise consumer product goods (CPG) companies. I was introduced to the CPG space by launching my own brand in over 4,500 points of sale nationwide. Our operating company wedreamcenter.com expands the growth and sales of our CPG clients. Founding team has directly overseen over $1.1B in CPG wholesale sales.Typical company profiles: -Our CPG clients (we grow their sales) range from $0M-$10M in annual Revenue and are looking for investors. -Once our CPG clients reach $5M-$15M+ in Mass Market Annual Rev they are looking for a company sale. 2) Real…
Glick Financial Solutions is an advisory firm working with small and middle market businesses trying to grow, turnaround, acquire a company or asset or sell a company or asset. Since 1986, we have provided hands on operational advice to help our clients reach their operational goals. We also arrange and raise all of the capital required by our clients to reach their goals. We commonly source, structure and negotiate senior lines of credit, subordinated debt and equity in support of our clients goals.We assemble appropriate teams of professionals to perform due diligence on M&A projects and…
A boutique consulting & advisory business focusing on credit, treasury, and corporate finance services. We work with qualifying firms to assess debt capacity, structure facilities and find suitable lending partners. We can cover the entire suite of debt and hybrid debt products.
We provide business advisory services for a myriad of family-owned, privately-held and publicly-held organizations (including presence with YPO, EO and private equity portfolio organizations) in the areas of strategic growth and business performance improvement.Our advisory work with executives, leaders and teams spans a number of industries, including: retail, hospitality, restaurant, healthcare, food and beverage, consumer goods, manufacturing, distribution, construction, and utilities.We specialize in projects featuring: strategy and organizational design, strategic innovation and…
Small business owners face both challenges and opportunities on a daily basis that require them to have access to capital. LVRG offers small business loans, revenue based financing, cash flow & working capital solutions to help you overcome the challenges unique to your business, or to take advantage of important time sensitive opportunities.From purchasing inventory and equipment to remodeling and advertising, small businesses need capital for many reasons. Our business financing products may be used for any business expense, even if you just need an influx of capital to boost your cash…
Avalon Associates, LLC is a distinguished group of management advisers who share a common vision of creating value for clients. We accomplish this in three ways: -We have done extensive work with private company sell-side clients to help them realize accumulated value embedded within their companies. -We are involved in significant buy-side work with major public and private corporations and private equity groups searching for acquisitions. -We provide consulting services to define or refine your business strategy or operations. Our Associates are from major consulting firms and are typically…
Ethical business solutions for natural health products. Business development, product development, regulatory consulting, marketing & sales consulting.
DialCFO Services Pvt Ltd is a sell side advisory firm.We have directors with over 100 years of total banking experience.We deal inProject FundingPrivate Equity AdvisoryReal Estate AdvisoryDistressed assets/ NPA advisoryMergers and AcquisitionsAlong with expansion projects the company specializes in distressed assets advisory and has successfully avoided over 50 accounts turn in to NPAs.
Brand New Matter provides business engineering, capital formation and strategic advisory services to entrepreneurs and management teams who want to accelerate achievement of defined success. We help our clients navigate through a dynamic business landscape to define real markets and capitalize on real opportunities, leveraging our collective experience as founders, investors, and executives.
Outsourced Corporate Development services to support company executives during strategic planning and transactions. TMA develops strategy to drive high-ROI growth - by assembling all strategic alternatives, their investment needs, risks and potential upsides. TMA supports executives in the day-to-day of executing a transaction so management can run the business, and meet the numbers promised to deal partners. Activities include, financial modeling data room, information memoranda, due diligence requests and processes, negotiations, documentation.
